Succeeding as a Connected Firm in 2021 and Beyond

On-Demand Webinar

As the professional services landscape grows more complex, competition is increasing and clients are demanding both better experiences and more value from the firms they choose to work with. The events of 2020 have only accelerated the pace of change, and firm leaders are recognizing that there’s no going back to the old ways — where we could gather business intelligence by walking down the hall. We’ve entered the era of the connected firm, a time where the firms that thrive will be equipped to unleash the power of their collective knowledge to supercharge their people across the client engagement lifecycle.

Join Mark Holman, Intapp Chief Strategy Officer and President of Accounting and Consulting, and Jose Lazares, Intapp Vice President of Product and Business Management, to prepare your firm for the year to come.

  • Uncover why connecting your firm’s people, processes, and data should be at the forefront of your 2021 strategy
  • Learn best practices for making technology investments that enable better collaboration and drive real business outcomes across your firm
  • Build a framework for taking your firm to the next level of connectedness in the new year

Speakers

Mark Holman

President, Accounting and Consulting and
Chief Strategy Officer

Intapp

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Mark Holman

President, Accounting and Consulting and
Chief Strategy Officer

Intapp

Mark is Intapp’s President for Accounting and Consulting and Chief Strategy Officer. He is responsible for our work with clients in the Accounting & Consulting markets as well as for leading the company’s strategy, planning, marketing, strategic consulting and merger and acquisition success.

He has over 25 years of strategy, operations, marketing, investments, and mergers & acquisitions experience in technology, software and manufacturing industries. For most of Mark’s career, he has held leadership and partner roles within professional services firms as well as engaged directly with the breadth of the firms Intapp serves.  He has worked with hundreds of companies to develop and improve their strategy and performance as a consultant, CEO, COO, senior executive, board member, investor, and strategic coach/advisor.  Most recently, he served as the President of Strategy, Investments and Marketing for Flex, a $25bn technology design and manufacturing firm.  He was previously a partner at A.T. Kearney and PwC and was the founding CEO of E2open, the SaaS supply chain software firm which had an IPO in 2010.

Jose Lazares

Senior Vice President, Product and Business Management

Intapp

View bio

Jose Lazares

Senior Vice President, Product and Business Management

Intapp

Jose currently serves as the Senior Vice President of Product and Business Management at Intapp. A product marketing executive with experience in building, delivering, and selling software and technology platforms that transform enterprises, Jose possesses deep expertise in defining and communicating product vision, positioning complex technical solutions, creating innovative business models, building go-to-market programs, and evangelizing products to customers, partners, developers, and employees. Prior to his role at Intapp, Jose served as the Senior Director of Product Strategy and Business Development for Cloud Software Platforms at Cisco Systems. Jose holds a bachelor of arts degree in political economy from the University of California, Berkeley, and a masters of business administration in marketing and supply chain from Harvard Business School.

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